《大行報告》巴克萊升阿裏(BABA.US)目標價至144美元 評級「增持」
巴克萊發表報告,指阿裏(BABA.US)截至去年12月底止第三財季收入大致上符合該行預測,以及其息稅及攤銷前淨利潤勝於該行預測;其雲收入符合預期,業務已觸底,其按年增長料於今年首季或次季增速。
該行表示,最值關注是集團期內自由現金流達110億美元,引證集團實現盈利的實力;加上管理層不會透過補貼來增強競爭,而是會集中技術、內容和消費者價值方面。該行表示繼續看好集團在這些層面上的估值具有吸引力。
該行將其目標價由141美元上調至144美元,維持其評級爲「增持」。
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